NWWA
New Wave Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
26,995
+605
| +2% | +$91K | 1.73% | 16 |
|
|
2025
Q1 | $3.35M | Sell |
26,390
-4,038
| -13% | -$513K | 1.5% | 21 |
|
|
2024
Q4 | $4.24M | Buy |
30,428
+1,052
| +4% | +$147K | 1.74% | 15 |
|
|
2024
Q3 | $3.87M | Sell |
29,376
-357
| -1% | -$47.1K | 1.79% | 15 |
|
|
2024
Q2 | $3.79M | Buy |
+29,733
| New | +$3.79M | 2.04% | 10 |
|